John D Valleau Jr

@Shankervalleau Wealth Advisors, Inc.

Latest period2024 - Q4

Reported12d ago

Managed Assets$311.405M

Total holdings35

Assets growth rate6.07%

Assets growth rate (2-Q avg)15.88%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Shankervalleau Wealth Advisors, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Shankervalleau Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 311.405M in assets, with a quarterly growth rate of 6.07% and a 2-quarter average growth rate of 15.88%. The portfolio is managed by John D Valleau Jr, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VCRBVanguard Malvern Fds Recent Activity New Position	3.62%	$11.254M 148,446 shares@ $75.81 avg price	New Position
DUSBDimensional Etf Trust Recent Activity New Position	2.96%	$9.205M 181,957 shares@ $50.59 avg price	New Position
VTIPVanguard Malvern Fds Recent Activity New Position	2.4%	$7.47M 154,272 shares@ $48.43 avg price	New Position
AMZNAmazon Com Inc Recent Activity New Position	0.19%	$581,822 2,652 shares@ $219.39 avg price	New Position
GOOGLAlphabet Inc Recent Activity New Position	0.13%	$387,308 2,046 shares@ $189.31 avg price	New Position
METAMeta Platforms Inc Recent Activity New Position	0.12%	$361,260 617 shares@ $585.52 avg price	New Position
GOOGAlphabet Inc Recent Activity New Position	0.09%	$273,853 1,438 shares@ $190.45 avg price	New Position
LLYEli Lilly & Co Recent Activity New Position	0.08%	$238,548 309 shares@ $772.0 avg price	New Position